Purchases and Sales Made in Q1 2024 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG INVESTMENT GRAD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.17K+ 2.16% |
$66.3K - $66.8K
|
102K
$3.15M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.63KNew |
$49.7K - $50.1K
|
1.63K
$50.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 17.95% |
$41.4K - $41.7K
|
8.88K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.14K+ 2.18% |
$35K - $35.3K
|
53.7K
$1.65M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
972New |
$29.7K - $30K
|
972
$29.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
959+ 5.22% |
$29.3K - $29.6K
|
19.3K
$595K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
897+ 1.81% |
$27.4K - $27.7K
|
50.5K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
864+ 27.98% |
$26.4K - $26.6K
|
3.95K
$122K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
848+ 10.17% |
$25.9K - $26.1K
|
9.18K
$283K
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
781+ 32.11% |
$23.9K - $24.1K
|
3.21K
$99K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
725+ 9.77% |
$22.2K - $22.4K
|
8.15K
$251K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
710+ 0.41% |
$21.7K - $21.9K
|
175K
$5.4M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
671+ 1.87% |
$20.5K - $20.7K
|
36.6K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
653+ 5.46% |
$20K - $20.1K
|
12.6K
$389K
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
BUY
|
- |
486+ 3.76% |
$14.9K - $15K
|
13.4K
$413K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
455+ 2.58% |
$13.9K - $14K
|
18.1K
$558K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
441+ 5.5% |
$13.5K - $13.6K
|
8.46K
$260K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
404+ 1.39% |
$12.4K - $12.5K
|
29.4K
$905K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
382+ 3.19% |
$11.7K - $11.8K
|
12.3K
$380K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
358+ 2.01% |
$11K - $11K
|
18.2K
$560K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
192+ 45.93% |
$5.87K - $5.92K
|
610
$18.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
161+ 0.39% |
$4.92K - $4.96K
|
41.3K
$1.27M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
143+ 3.2% |
$4.37K - $4.41K
|
4.61K
$142K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
130+ 4.55% |
$3.98K - $4.01K
|
2.99K
$92K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
90+ 0.97% |
$2.75K - $2.77K
|
9.38K
$289K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
65+ 250.0% |
$1.99K - $2K
|
91
$2.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
64+ 0.91% |
$1.96K - $1.97K
|
7.06K
$217K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
55+ 0.51% |
$1.68K - $1.7K
|
10.9K
$336K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
51+ 0.76% |
$1.56K - $1.57K
|
6.77K
$209K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
45+ 0.61% |
$1.38K - $1.39K
|
7.46K
$230K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
35+ 0.09% |
$1.07K - $1.08K
|
40.2K
$1.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
32+ 5.81% |
$979 - $987
|
583
$18K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
27+ 128.57% |
$826 - $832
|
48
$1.48K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
27New |
$826 - $832
|
27
$832
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21+ 0.94% |
$642 - $647
|
2.27K
$69.8K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18+ 105.88% |
$551 - $555
|
35
$1.08K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
11+ 0.36% |
$336 - $339
|
3.05K
$94K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9New |
$275 - $277
|
9
$277
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
8+ 2.93% |
$245 - $247
|
281
$8.65K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7+ 0.4% |
$214 - $216
|
1.78K
$54.7K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 11.11% |
$153 - $154
|
50
$1.54K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 4.55% |
$30.6 - $30.8
|
23
$708
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.93% |
$30.6 - $30.8
|
109
$3.36K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.04% |
$30.6 - $30.8
|
2.83K
$87.1K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1+ 5.88% |
$30.6 - $30.8
|
18
$554
|
|
|
May 01, 2024
Q1 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 4.76% |
$30.6 - $30.8
|
20
$616
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-1- 0.36% |
$30.6 - $30.8
|
275
$8.47K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4Closed |
$122 - $123
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-14- 0.06% |
$428 - $432
|
23.7K
$729K
|